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| Provider | Service type | Compensation |
|---|---|---|
BASIL CASTROVINCI ASSOCIATES INC8+ years Service code 14 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Plan Administrator | $175,277 |
BOYD WATTERSON ASSET MANAGEMENT8+ years Filed as: BOYD WATTERSON GSA FUND LP Service code 51 · EIN 45-2061717 1801 EAST 9TH ST · CLEVELAND, OH 44114 | Investment Mgmt Fees | $118,572 |
AMERICAN FUNDS8+ years Filed as: CRESCENT CAPITAL Service code 28 · EIN 45-5287411 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $99,253 |
ULLICO4 years Filed as: ULLICO INFRASTRUCTURE FUND Service code 51 · EIN 90-0622302 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Mgmt Fees | $81,067 |
DAVID A GERSON CPA & ASSOC PC8+ years Filed as: DAVID A GERSON CPA & ASSOCIATES, PC Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · ROCHELLE PARK, NJ 07662 | Accounting | $52,834 |
GCM GROSVENOR3 years Filed as: GROSVENOR CAPITAL MANAGEMENT Service code 51 · EIN 30-1013018 767 FIFTH AVENUE · NEW YORK, NY 10153 | Investment Mgmt Fees | $42,900 |
Filed as: PRUDENTIAL RETIREMENT IAC Service code 28 · EIN 06-1050034 ONE PENN PLAZA · NEW YORK, NY 10019 | Investment Management | $29,479 |
BMO HARRIS BANK NA4 years Filed as: BMO ASSET MANAGEMENT CORP Service code 51 · EIN 36-3673844 115 S LASALLE STREET · CHICAGO, IL 60603 | Investment Mgmt Fees | $26,017 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES TRUST CO Service code 28 · EIN 20-8080381 1 FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $24,143 |
REYNOLDS CONSULTING SERVICES8+ years Filed as: REYNOLDS CONSULTING Service code 27 · EIN 20-1899564 410 JERICHO TURNPIKE · JERICHO, NY 11753 | Advisory (Plan) | $18,964 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,911 | $106,236+79.7% | $112,228+70.1% | $64,808+194.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -8.50% | -6.02%-2.5pp | 27.45%-36.0pp | 32.82%-41.3pp |
| Employer contribution / active EE | $12,186 | $3,166+284.9% | $3,635+235.3% | $2,506+386.3% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $1,120 | $452+148.0% | $6,410-82.5% | $188+496.4% |